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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,362 | $76,551-0.2% | $123,894-38.4% | $62,881+21.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.85% | 18.68%-5.8pp | 47.52%-34.7pp | 20.14%-7.3pp |
| Employer contribution / active EE | $4,626 | $2,882+60.5% | $4,617+0.2% | $2,281+102.8% |
| Participant deferral / active EE | $12,401 | $4,840+156.2% | $5,984+107.2% | $3,203+287.2% |
| Admin fee / account holder | $11,848 | $4,826+145.5% | $8,357+41.8% | $4,296+175.8% |